Nā Paena Pūnaewele pūnaewele me nā pūnaewele pūnaewele no ka Mutual Fund Analysis a me ke Kēkeli
ʻO ka Mutual Fund Search maikaʻi loa e hōʻuluʻulu ai i nā kālā
ʻO kēlā me kēia pūnaewele noiʻi kālā kālepa kānaʻoihana a me nā mea hana.
No laila, he mea naʻauao e nānā i kēlā me kēia mea eʻike i ke kahua kūpono e like me kou makemake:
- Morningstar: Uaʻike nuiʻia lākou no ko lākou "hōʻailona star" , ma ka pālākiō o hoʻokahi mau kumamākahi mau hōkū, e kōkua ana i nā mea kālā e koho i kahi kālā likeʻole. Ua hāʻawi pū aku hoʻiʻo Morningstar i nā mea hana, e like me ka polokalamu no nāʻoihanaʻoihana, a me nāʻike noiʻi e loaʻa ana i nāʻenehana a pau o ka waihona kālā kālā kālā pūnaewele. Ua hoʻolaha pū akuʻo Morningstar i kā lākou mauʻike a me kā lākou hōʻike i Exchange Fund Traded (ETFs) a me nā Hedge Funds . Loaʻa i ka Morningstar nā lawelawe pilikino a me nā uku no nā mea hoʻolale kālā.
- ʻO nā alakaʻi o Lipper: ʻO Thomson Reuters hale,ʻo "Liver he" alakaʻi honua ma ka hāʻawiʻana i nāʻike kālā kālā, nā mea kikooho, a me nā'ōlelo. " ʻO kēia polokalamu noiʻi kālā pūnaeweleʻo Lipper he mea pono ia i nā mea aʻoaʻo kālā likeʻole a me nā mea hoʻolale kālā . Hoʻohālikeʻia nā hui likeʻole o Lipper me ko lākou mau hoa a hāʻawi i hoʻokahi mehua e pili ana i nā metricʻelima, i kapaʻiaʻo "Nā alakaʻi" - ka hoʻihoʻiʻana i ka hoʻihoʻiʻana, ka mālamaʻana, ka hoʻolimalimaʻana, a me ka maikaʻi o kaʻauhauʻana.
- Kiplinger Mutual Fund Finder: Me kēia mea huli a me ka hōʻailona hana waiwai waiwai nui,ʻo Kiplinger, hiki i nā mea kālā ke noiʻi i kahi'āpana kālā, e huli i nā kālā e pili ana i nā koho hulina maʻamau, e hoʻohālikelike i nā kālā he nui a kiʻi a mālama i nāʻike kālā no kaʻikepili pilikino.
- MAXfunds: Me ko lākou "Fund-O-Matic Fund Screener" hiki i nā mea kālā ke loaʻa nā kālā maikaʻi loa, e like me ka'ōlelo a MAXfunds, "me ka loaʻaʻole o ke kūlana kālā kūʻokoʻa." ʻO ka " ʻike noiʻi kālāʻokoʻa no ka poʻe maʻamau " i wehewehe ponoʻia e hiki iā ia ke ala wikiwiki a maʻalahi no ka hana-e-kele eʻike ai i ke kiʻekiʻe kiʻekiʻe, kahi kālā kālā haʻahaʻa.
- ʻIke kālā: Inā makemakeʻoe e hoʻonohonoho pono i nā kālā vs index pūnaewele , a makemakeʻoe i kahi pono waiwai noiʻi waiwai e hōʻeuʻeu i ka hōʻailona o ka hana kālā, ponoʻoe e noʻonoʻo i FundReveal. Ma nā'ōlelo pono'ī o lākou, "ʻAʻole e hoʻokumuʻia ka FundReveal ma luna o nā hōʻike a pau i hala, i ka hoʻopiliʻana i nā kumuhana, nā hoahele, nā manaʻo, a me nā hakakā a kaulana paha. . " I ka unuhiʻana, hoʻohanaʻo FundReveal i nā hōʻike i hala aku nei akāʻaʻole wale nā hōʻikeʻike piha ; hoʻohana lākou i ka "hōʻuluʻulu manawa o ka lā" e kōkua ai e hoʻoholo i ka hiki a me ke akamai o ka pūnaewele. Hiki i kēia ke kōkua i kahi mea kālā eʻimi hohonu aku i mea e kōkua ai e wānana i nā hoʻihoʻi hou mai e hiki ai ke hoʻopiliʻia e nā hoʻoholo o kēlā me kēia lā i hanaʻia e nā mana kālā.
ʻO ka hapa nui o kēia mau pūnaewele noiʻi pae kālā pū kekahi i hōʻiliʻili i kaʻikepili a me ka hoʻopiliʻana ma nā ETF. Ke hoʻomakaʻoe i kāu noi noi kālā, ponoʻoe eʻike i nā mea e nānā ai a me nā mea e nānāʻole. No laila, eʻikeʻoe i kā mākouʻatikala e pili ana i kaʻike kālā a me ka mākaukau e hoʻolālā e like me ka pā!
Ka Hoʻohaha:ʻO kaʻike ma kēia pūnaewele ua hoʻolakoʻia no ke kūkākūkāʻana wale nō, aʻaʻole pono e kuhiʻia e like me ka'ōlelo aʻo kālā. ʻAʻohe kumu e hōʻikeʻia kēiaʻikepili i manaʻo e kūʻai a kūʻai aku i nā palekana.